Core Insights - DoorDash reported a 21% increase in total orders, reaching 776 million in Q3, surpassing Wall Street's forecast of 770 million [1] - Revenue grew by 27% to $3.45 billion, exceeding analysts' expectations of $3.35 billion, driven by an increase in monthly active users and delivery demand in various categories [2] - The company is significantly increasing its spending on product development, with R&D costs rising 23% to $355 million in Q3 [2][4] Financial Performance - Net income rose 51% to $244 million, or 55 cents per share, but fell short of the expected 68 cents per share [4] - The company anticipates spending several hundred million dollars more on new initiatives and product development in 2026 compared to 2025 [4] Strategic Developments - DoorDash is enhancing its app by adding restaurant reservations and introducing an autonomous delivery robot named Dot in the Phoenix area [3] - The company is focused on building a single global tech platform to streamline features and improvements across its delivery businesses, including Wolt and Deliveroo [6] - CEO Tony Xu emphasized that these investments will lead to greater efficiency and a better cost structure in the long run [7]